Costco Wholesale Corporation $COST Shares Sold by Private Wealth Partners LLC

Private Wealth Partners LLC cut its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 2.2% in the 3rd quarter, Holdings Channel reports. The firm owned 32,748 shares of the retailer’s stock after selling 740 shares during the period. Costco Wholesale makes up approximately 2.2% of Private Wealth Partners LLC’s portfolio, making the stock its 13th largest holding. Private Wealth Partners LLC’s holdings in Costco Wholesale were worth $30,313,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in COST. Vanguard Group Inc. lifted its stake in Costco Wholesale by 1.7% during the second quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock valued at $42,920,107,000 after buying an additional 711,560 shares in the last quarter. State Street Corp boosted its holdings in shares of Costco Wholesale by 0.5% during the second quarter. State Street Corp now owns 18,325,416 shares of the retailer’s stock worth $18,141,062,000 after purchasing an additional 90,107 shares during the period. Geode Capital Management LLC grew its position in Costco Wholesale by 1.5% during the second quarter. Geode Capital Management LLC now owns 10,275,056 shares of the retailer’s stock valued at $10,124,263,000 after purchasing an additional 150,844 shares in the last quarter. Norges Bank acquired a new position in Costco Wholesale in the 2nd quarter valued at approximately $5,692,035,000. Finally, Invesco Ltd. increased its stake in Costco Wholesale by 9.8% in the 2nd quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock valued at $4,248,384,000 after buying an additional 383,887 shares during the period. 68.48% of the stock is currently owned by institutional investors.

More Costco Wholesale News

Here are the key news stories impacting Costco Wholesale this week:

• Positive Sentiment: Costco is expanding same‑day delivery across Europe (Paris to Madrid), which supports international growth and services-led revenue expansion. Costco Stock (COST) has no Joie de Vivre Despite Expanding Services to Paris and Madrid
• Positive Sentiment: Analyst coverage remains generally favorable (average “Moderate Buy” / bullish writeups), offering support amid near‑term volatility. Costco Wholesale Corporation (NASDAQ:COST) Given Average Rating of “Moderate Buy” by Brokerages
• Neutral Sentiment: Costco continues product and membership promotions (Kirkland x Nike SB Dunk release, Gold Star membership digital shop card) that boost customer engagement but are unlikely to move near‑term results materially. Costco and Nike released the Kirkland x Nike SB Dunk shoes. Are they worth it? This Costco Gold Star Membership gets you a $20 Digital Costco Shop Card*
• Neutral Sentiment: Valuation remains rich (high P/E relative to peers), which can amplify reactions to news and weighs on upside in a risk‑off session. (Background market data)
• Negative Sentiment: A proposed class‑action accuses Costco of misleading customers by marketing its rotisserie chicken as having “no preservatives.” Legal risk and reputation headlines are the clearest short‑term negative catalyst. Costco Is Sued Over Preservatives in Its $5 Rotisserie Chickens Costco sued over ‘no preservatives’ claims
• Negative Sentiment: Some fund activity shows minor trimming of positions (e.g., Alpha Cubed Investments sold shares), which can add to downward pressure in a smaller‑volume selloff. Alpha Cubed Investments LLC Trims Position in Costco Wholesale Corporation $COST

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. Mizuho set a $1,000.00 target price on shares of Costco Wholesale and gave the company an “outperform” rating in a research note on Monday, January 5th. Oppenheimer reduced their price objective on Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating for the company in a research report on Monday, November 3rd. Wells Fargo & Company reduced their target price on shares of Costco Wholesale from $1,000.00 to $900.00 and set an “equal weight” rating for the company in a research note on Friday, December 19th. Robert W. Baird reduced their price objective on shares of Costco Wholesale from $1,125.00 to $1,000.00 and set an “outperform” rating for the company in a research note on Friday, December 12th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. Twenty-one investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $996.00.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, EVP James C. Klauer sold 1,500 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total value of $1,408,500.00. Following the completion of the sale, the executive vice president owned 44,837 shares in the company, valued at approximately $42,101,943. This trade represents a 3.24% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Javier Polit sold 2,049 shares of Costco Wholesale stock in a transaction that occurred on Monday, December 29th. The stock was sold at an average price of $867.21, for a total value of $1,776,913.29. Following the sale, the executive vice president directly owned 10,748 shares in the company, valued at $9,320,773.08. The trade was a 16.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 9,315 shares of company stock worth $8,549,409. 0.10% of the stock is currently owned by company insiders.

Costco Wholesale Price Performance

NASDAQ:COST opened at $940.25 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,078.23. The company has a fifty day moving average price of $906.50 and a 200 day moving average price of $929.59. The stock has a market cap of $417.35 billion, a P/E ratio of 50.36, a PEG ratio of 5.70 and a beta of 1.02.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.27 by $0.07. The company had revenue of $67.31 billion for the quarter, compared to the consensus estimate of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The business’s revenue was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $4.04 EPS. Analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be paid a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 0.6%. The ex-dividend date is Friday, January 30th. Costco Wholesale’s payout ratio is currently 27.85%.

About Costco Wholesale

Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.

Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.